Concord Wealth Partners’s Insulet PODD Stock Holding History

Concord Wealth Partners’s Portfolio PODD Stock Details PODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-32	Closed	-$9.94K	–	873
2025 Q2	$9.94K	Buy	+32	New	+$9.24K	﹤0.01%	547

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's PODD Position: Q3 2025 in Review

Concord Wealth Partners sold out of Insulet (PODD) in Q3 2025, closing a stake of 32 shares — an estimated $9.94K sold.

Concord Wealth Partners first reported a position in PODD in Q2 2025 and held it in 1 quarter. The position peaked at $9.94K in Q2 2025. 812 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

Concord Wealth Partners reported no remaining Insulet position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 32 Insulet shares in Q3 2025, an estimated $9.94K.
Concord Wealth Partners first reported a position in Insulet in Q2 2025 and held it in 1 quarter.
Concord Wealth Partners's Insulet position peaked at $9.94K in Q2 2025.
812 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.